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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,271 | $58,275-53.2% | $81,844-66.7% | $80,935-66.3% |
| Participation rate | 25.8% | 63.5%-37.7pp | 72.4%-46.6pp | 67.7%-41.9pp |
| Annual return | 15.90% | 41.82%-25.9pp | 778.87%-763.0pp | 35.66%-19.8pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $993 | $3,285-69.8% | $4,323-77.0% | $4,299-76.9% |
| Admin fee / account holder | $2,058 | $4,749-56.7% | $7,355-72.0% | $6,924-70.3% |